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Capsule CRM

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Pricing Plans	Capsule CRM Try it free
Tier 1	Free $0/monthCheapest Includes 250 Contacts 5 custom fields 1 Sales Pipeline Activity Log Contact History Outlook & Gmail add-in Mobile app access Upgrade to a paid plan anytime Start with Free
Tier 2	Starter $18/monthCheapest Includes 30,000 Contacts Email TemplatesAvoid writing the same email over and over with a bank of reusable templates, ready to edit and send Shared MailboxConnect a shared email inbox to enable multiple team members to respond from the same account e.g. sales@, support@, info@ Basic Reporting Premium IntegrationsAccess direct integrations with tools like Xero, Zendesk and Import2 GoalsSet and track performance objectives around Opportunities won or created AI Pipeline GeneratorBuild a custom sales pipeline tailored to your unique business and process in seconds. Start with Starter
Tier 3	GrowthEnhanced AI ToolsPopular $36/monthCheapest Includes 60,000 Contacts Workflow AutomationsDefine repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards Advanced Sales ReportingMore in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is. Reporting DashboardsAnalyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health. Multiple Sales Pipelines Multiple Project Boards Project ManagementManage client delivery and other activities via kanban-style project boards Team & Access Controls AI Business EnrichmentAI automatically fills out business information at a contact level, so you don’t have to. AI SummariesGet an instant summary of the last 50 activities on any Contact, Opportunity, or Project. Start with GrowthEnhanced AI Tools
Tier 4	AdvancedEnhanced AI Tools $54/monthCheapest Includes 120,000 Contacts 50 project boards 50 sales pipelines Start with AdvancedEnhanced AI Tools
Tier 5	Enhanced AI ToolsPopular $36/monthCheapest Includes 60,000 Contacts Workflow Automations Define repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards Advanced Sales Reporting More in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is. Reporting Dashboards Analyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health. Multiple Sales Pipelines Multiple Project Boards Project Management Manage client delivery and other activities via kanban-style project boards Team & Access Controls AI Business Enrichment AI automatically fills out business information at a contact level, so you don’t have to. AI Summaries Get an instant summary of the last 50 activities on any Contact, Opportunity, or Project. Start with Enhanced AI Tools

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